BAM

Barrett Asset Management Portfolio holdings

AUM $2.39B
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Sells

1 +$7.62M
2 +$6.14M
3 +$1.01M
4
BMY icon
Bristol-Myers Squibb
BMY
+$973K
5
FIS icon
Fidelity National Information Services
FIS
+$931K

Sector Composition

1 Financials 20.57%
2 Technology 20.19%
3 Healthcare 13.46%
4 Communication Services 10.98%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$10K ﹤0.01%
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$9K ﹤0.01%
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450
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+700
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$8K ﹤0.01%
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+303
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$5K ﹤0.01%
225